Commentaries

Fed up and Under-Fed All at the Same Time

Recessions do tend to become amplified when you are rapidly raising interest rates after you are already in the recession.

Inflation Firestorm Fuels Sound Money Movement

By Mike Gleason, Money Metals

If a state were to establish infrastructure to transact in gold and silver, it would have a real leg up – and so would its citizens – if or when the collapse of the Federal Reserve Note accelerates.

As Inflation Signals Fade, the Gold Mining Sector Outperforms

By Gary Tanashian, NFTRH

The gold mining sector is doing what it should do amid fading inflation.

Gold Channeling East - How Much Does China Really Own? Feat. London Paul

By Kinesis Money

Andrew Maguire joins publisher and analyst London Paul to explore a multipolar metals market, following the reveal that China bolstered its gold reserves after offloading hundreds of billions of US Treasuries in recent months.

Recession Scale

By John Mauldin, Thoughts from the Frontline

I suspect we are going to need a new vocabulary to describe the 2020s economy and beyond. It has been, and will remain, unlike anything we have ever known or seen.

Why Real Assets Are Better at Protecting Wealth than Financial Assets

By Richard Mills, Ahead of the Herd

Inflation, changes in currency values, and other macro-economic factors affect real assets less than financial assets. This makes them good investments during periods of high inflation...

BIS Gold Swaps Reverse Sharply Upward as Metal's Price Rises

By Robert Lambourne

The BIS still holds 102 tonnes of its own gold; second, that very little of its activities in derivatives (presumably including gold swaps) are with major central banks and hence are almost certainly with commercial bullion banks; and third, the gold...

Is Investing in Gold Still Profitable?

By Dave Kranzler, Mining Stock Journal

With inflation raging and the price of gold seemingly not keeping pace with rising rates, articles suggesting that gold is no longer a valid hedge against inflation or preservation..

The Bear is Uncaged … Again

By David Haggith, The Daily Doom

The Fed only has SOME control and SOME of the blame in those listed factors, but its engineered recovery from the Great Recession and then from the Covidcrisis was going to fail ultimately because you cannot pump..

Finding Order in Chaos

By Craig Hemke, TF Metals Report

My initial thoughts on 2023 are that it will be much like 2010 and 2019, years where an early or unexpected Fed pivot to loosening and QE drove strong gains in the COMEX precious metals. That part of the next twelve months seems a certainty. The only question is...

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